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Wednesday 11 February 2026
DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
Monday 9 February 2026
Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
Friday 6 February 2026
MetaOptics drives heat-resistant metalenses into CPUs

At the Asia Photonics Expo (APE 2026) in Singapore, DIGITIMES interviewed MetaOptics, the first planar lens company listed on...

Wednesday 4 February 2026
China smartphone market and industry, 4Q 2025

Introduction

Tuesday 3 February 2026
Research insight: Blue Origin's TeraWave bets on space-based optical backhaul
Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...
Tuesday 3 February 2026
Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
Monday 2 February 2026
Weekly news roundup: Diversification, memory power, capacity politics
Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
Wednesday 28 January 2026
Accton enters global top 20 EMS/ODM as AI products double revenue
DIGITIMES recently tracked the 2025 revenues of the world's top 20 EMS/ODM companies, with nine Taiwanese firms making the list, including Foxconn, Wistron (including Wiwynn),...
Wednesday 28 January 2026
AI EXPO Taiwan 2026 to expand, unveiling new AI industry blueprint on March 25
The largest annual artificial intelligence (AI) ecosystem event, AI EXPO Taiwan 2026, is confirmed to take place from March 25-27, 2026, at the Taipei Expo Dome. Compared to previous...
Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Thursday 22 January 2026
EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates
Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
Weekly research roundup: EV market splits and edge AI foundry war
While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...